A leaked document from Samsung's investment bank has revealed that the firm believes Apple is planning to release a 7-inch "iPad mini" device in the third quarter of 2012 and is interested in flexible AMOLED panels for future generations of its tablets.

OLED-Display.net claims to have obtained the official document, which is dated December 2011, from "an anonymous user" at Samsung.

According to the research note, which discusses the state of AMOLED in the industry, analyst JungHoon Chang predicted Apple will release the third-generation iPad in the first quarter of 2012 and "a new 7-inch product temporarily referred to as the iPad mini" in the third quarter of this year. Chang also appeared to confirm the use of "higher-resolution IPS panels" in the next-generation iPad.

Chang added that Sharp is "trying to produce" IGZO LCD panels for the iPad at its 8G lab, but may not have been successful in mass producing the screens in time for the so-called "iPad 3," which is expected to be unveiled at an Apple media event next week.

The analyst went on to note that Apple "may yet decide" to incorporate flexible panels into future iPad models, if panel makers such as Samsung Mobile Display (SMD) can increase yields of flexible AMOLED panels and improve resolution. Currently, SMD can produce just 54 million AMOLED panels annually, even if it converted its 5.5G line for tablet production, Chang said.

As such, Samsung's AMOLED production is likely not yet ready to meet Apple's demands for iPad orders. For instance, another analyst predicted this week that Apple will sell 55 million third-generation iPad units in 2012 due to "significant" hardware improvements such as the expected Retina Display, rumored support for Siri voice recognition and possible 4G LTE connectivity.

Samsung itself has been a major proponent of AMOLED screens and has made use of the technology in its Galaxy S and Galaxy S II smartphones and its Galaxy Tab 7.7 tablet. Though Apple CEO Tim Cook was said to have met with Samsung executives to discuss using AMOLED for the iPad, Apple is believed to have passed on the displays for its third-generation iPad, in part because of concerns over production volume and pixel density and quality.

The South Korean company announced last month that it will spin off its LCD manufacturing business into a separate company later this spring. The move is expected to allow the resulting LCD business to merge with SMD into a new company tentatively named Samsung Display Co., Ltd. One reported reason for the spin-off is to alleviate concerns from clients, such as Apple, who are purchasing components from the LCD side while simultaneously competing with products coming out of the company's consumer electronics arm.

The leaked Samsung Securities document emerges just days after a separate rumor claimed Apple's supply chain partners are likely to begin volume production of a 7.85-inch iPad as early as the third quarter of 2012. Last month, The Wall Street Journal lent credence to claims that Apple is working on a smaller iPad with a report claiming that Apple was testing 8-inch form factor devices with a similar screen resolution as the iPad 2.

However, talk of a smaller-sized iPad has drawn skeptical looks from some who cite comments from late Apple co-founder Steve Jobs dismissing the possibility of a 7-inch tablet. "The reason we [won't] make a 7-inch tablet isn't because we don't want to hit that price point, it's because we think the screen is too small to express the software," Jobs said during a conference call in 2010.

Samsung is so cool! Apple is lucky that such an innovative company is willing to work with them.

Edit: Why do the four people in the background look like they are fixing to assault the photographer? The Korean woman on the left is looking at the Korean guy like "So you gonna do something about this?" and the guy looks VERY uncomfortable. The gray haired gent on the right looks like a 1960's secret agent who might pull a silenced semi-auto pistol from his shoulder holster.

Why? No real-life advantage at all. You can roll up paper but people still don't.

I was more serious about the 'larger iPad' to be honest than the rolling part, but I'd point out we have had roll up projector screens for decades, why do you have to use paper as your only analogy. Try the think outside the box

Apple and Samsung are strange bedfellows. Samsung is a supplier and a competitor simultaneously. This just has to weigh on Tim Cook's and the Apple Board's minds. The potential for industrial espionage could be too tempting for Samsung to ignore. I mean just look at what Samsung is offering. A little too close to be independent development in my opinion.